Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
+14,518
New +$130K ﹤0.01% 1548
2024
Q4
Sell
-10,419
Closed -$61.8K 1440
2024
Q3
$61.8K Sell
10,419
-40,968
-80% -$243K ﹤0.01% 1390
2024
Q2
$270K Buy
51,387
+8,127
+19% +$42.7K 0.01% 1162
2024
Q1
$235K Sell
43,260
-2,399
-5% -$13.1K ﹤0.01% 1140
2023
Q4
$335K Buy
45,659
+15,663
+52% +$115K 0.01% 955
2023
Q3
$247K Buy
+29,996
New +$247K 0.01% 1015